Blueprint Investment Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,142
| Closed | -$289K | – | 199 |
|
|
2023
Q1 | $289K | Buy |
3,142
+376
| +14% | +$34.6K | 0.07% | 185 |
|
|
2022
Q4 | $251K | Buy |
+2,766
| New | +$251K | 0.05% | 179 |
|
|
2022
Q3 | – | Sell |
-3,865
| Closed | -$327K | – | 178 |
|
|
2022
Q2 | $327K | Buy |
+3,865
| New | +$327K | 0.09% | 106 |
|
|
2021
Q4 | – | Sell |
-3,422
| Closed | -$280K | – | 254 |
|
|
2021
Q3 | $280K | Buy |
+3,422
| New | +$280K | 0.14% | 101 |
|